+6,676.1%
AMZN vs VT
+374.2%
+6,302.0%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.1% | -0.1% |
| 7D | -3.0% | +0.4% | -3.4% | -3.4% |
| 30D | -5.2% | +1.0% | -6.2% | -6.1% |
| 3M | +1.9% | +2.4% | -0.5% | -0.5% |
| 6M | +19.2% | +12.0% | +7.2% | +6.5% |
| YTD | +12.0% | +15.3% | -3.3% | -2.9% |
| 1Y | +9.7% | +22.6% | -12.9% | -10.3% |
| 3Y | +87.2% | +74.7% | +12.5% | +10.0% |
| 5Y | +48.7% | +66.1% | -17.5% | -5.3% |
| 10Y | +569.3% | +225.0% | +344.3% | +133.6% |
| All | +6,676.1% | +374.2% | +6,302.0% | +1,655.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling